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SimpleOne allows you to create reports using the Report Designer and or directly from the a table containing data table.

Note

The Report Designer can stop the report generating if the data amount If the amount of data is too large to display. Use the Condition Builder to limit the , this may prevent the Report Designer from generating reports. Use the condition builder to limit data sampling or try another type of report.

Create

report from list layoutYou can create

a report

via list layout directly from the list view using a table column as the grouping criteria.
Info

Pie and Bar charts are only available for this way of report creating.

To create a report from a table, follow the steps below:

  • Navigate to the table you need.
  • Click on the table column, which will be a data grouping criteria.
    • Select one of the context options:

    with the Report Designer


    The process of report generation with the Report Designer is conveniently divided into four steps.

  • Pie Chart – to generate a pie report.
    • Bar Chart – to generate a bar report.
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  • In the Report Designer, customize your report data and style in the tabs.
    • Click Refresh to see the changes.
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  • Click Save to apply changes.

    • Create reports with Report Designer

    1. Navigate to the Reports → Create New menu.
      1. Set Data– set up the data source with one of the data tables.
      2. Select the typeType–  select a type of report you want to create.
      3. Configure the data.– establish the dataset and criteria for analyzing it.
      4. Style – customize the report look and feel using the style settingsCustomize the style.
    2. Click Save to apply the changes.
    Info

    To navigate through the Report Designer, use the Back and Next buttons or click on the tabs after select the subsequent tab after filling in the mandatory fields on the previous tab.


    Anchor
    Specify report data
    Specify report data

    Specify report data

    Data

    Panel
    titleFollow the steps below to set the data:
    1. On the Data tab, fill in the mandatory fields: 
        Name –
        • Name – enter the desired name.
        • Table – select the table you need.
      • Click To proceed to the next step, click Next or select the Type tab.

    Anchor
    select the type
    select the type

    Specify report type

    Type

    Panel
    titleFollow the steps below to set the report type:
    1. In On the Type tab, select a the type of for your report.
    2. Click To proceed to the next step, click Next or select the Configure tab.


    Note

    Please note Note that changing existing the selected report type is not allowed after the report is created. You can create a new record with copy of the record using similar data but of selecting another report type instead. To do thisso, complete the steps below:

    1. Open the report you need to clonecopy.
    2. In On the hamburger menu on the report form, click Make a copy.
    3. Specify the necessary data for the new report, including the new type, for the newly created report.
    4. Click Save to save this reportapply the changes.


    Anchor
    Configure report data
    Configure report data
    Configure

    report data

    This option is available for reports of the following types: Bar, Pie, Gauge, Digits, Line, Trends, Pivot Table, Heatmap, Multilevel Pivot Table
    Panel
    titleFollow the steps below to configure the report:

    1. In On the Configure tab, fill in the fields determined by the report type selected. The reports of the Bars, Pies, Time Series, and Multidimensional category types have mandatory fields.

      Info
      Use the Condition Buildercondition builder to establish additional conditions for your report data filtering and grouping. Click the funnel icon icon to  to open it.


    2. (Optionaloptional)  Activate the Select the Add Data Table checkbox to add data in table format to your report.

      Info

      This option is available for reports of the following types: Bar, Pie, Line, Trends.

    3. (Optionaloptional) Set the Aggregation Type and select the Aggregation Column of the source data. The data aggregation allows you to prepare the combined datasets for data processing according to the user needs.
      . 

      Info

      This option is available for reports of all types except List.

      The available Available Aggregation Type options:

      • Average – counts an average number of the column values.
      • Count – counts a – counts the number of entries.
      • Count Distinct – counts the number of unique values of the column.

      • Sum – counts – counts the sum of the numeric data values in of this table column.

        Info

        The Sum and Average settings make sense if the aggregation column keeps the numeric data.

    Info

    .





  • (Optionaloptional) Limit the number of data categories displayed with the Groups Limit option. It limits the number of categories specified in the Group by field. Enter the number you want and set the select the Show Rest as Other checkbox active, if you want checkbox to show the categories not included in the limit as the last group.

    Info

    This option is available for reports of the following types: Bar, Pie, Line, Trends, Pivot Table, Multilevel Pivot Table, Heatmapall types except Gauge, Digits, and List.

  • Click Refresh to generate a report.

  • Click To proceed to the next step, click Next or on the Style tab to customize the report style.

  • Click Save to save the report.



    • Anchor
    Customize report style
    Customize report style

    Customize report style

    Style

    Panel

    1. In On the Style tab, configure the report style options. 

      Info

      Each report type defines its own style settings.


      • (Optionaloptional) In the General panel, use the Drilldown List Layout option to configure the view of the data slice drilled down. Click the magnifier icon icon  and and, in the modal window appeared, select the desired list view of the source table.

        Info

        See Personal list layout if you want to configure the list view.

    2. Click Refresh to apply the changes.
    3. Click Save to save the report.


    Create a report from a table


    You can create a report via a list layout directly from a table, using a table column as the grouping criteria.

    Info

    Pie and Bar charts are available only for this way of report creation.


    To create a report from a table, follow the steps below:

    1. Navigate to the table to create a report from.
    2. Click the table column that you want to group the data by.
    3. Select one of the context options:
      • Pie Chart – to generate a report in the form of a pie chart.
      • Bar Chart – to generate a report in the form of a bar chart.

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    4. In the Report Designer, customize your report data and its style using the tabs.
    5. Click Refresh to see the changes.
    6. Click Save to apply the changes.

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